HWM
BFAM icon

HB Wealth Management’s Bright Horizons BFAM Stock Holding History

HB Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Buy
3,950
+14
+0.4% +$1.01K ﹤0.01% 1409
2026
Q1 		$323K Buy
3,936
+1,903
+94% +$160K ﹤0.01% 1196
2025
Q4 		$206K Buy
+2,033
New +$205K ﹤0.01% 1318

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

HB Wealth Management's BFAM Position: Q2 2026 in Review

HB Wealth Management increased its Bright Horizons (BFAM) stake by 0.36% in Q2 2026, buying an estimated $1.01K and bringing the position to 3,950 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

HB Wealth Management first reported a position in BFAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • HB Wealth Management held 3,950 shares of Bright Horizons worth $280K as of Q2 2026.
  • HB Wealth Management bought 14 Bright Horizons shares in Q2 2026, an estimated $1.01K.
  • Bright Horizons made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1409 holding.
  • HB Wealth Management first reported a position in Bright Horizons in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Bright Horizons position peaked at $323K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.